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20121205
20121213
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at starbucks. people are desperate to find something new to buy. >> and in an environment of rising employment, that's a big deal for mcdonald's especially in the breakfast business which is a high margin business. it is highly leveraged to macro indicators too. >> when i go there, there's a promotion going on that didn't bring me into the store. i want to be brought into a store because of a promotion and not discover, wow, i paid much less than i thought. >> i told you about mcbites. will you go into the store now? >> i think they are called mccorn balls now. we changed the name. >> melissa is up to date on the menu. >> yesterday it was mcrib. >> these are very important to the stories of these fast food chains. that's why i'm so -- >> what's the calorie count? when you see the calorie count that's the determinant. can i have three lipitor. >> that's what i'm on right now. >> are you really? where is your bad cholesterol? >> it's not good. not good. >> mine is 80. >> goody for you. that's what happens when you get old. you compare cholesterol levels. >> i went to trader joe's last night. tur
as their environment, or industrial transportation, heating ventilation. so you've got a security company and what we consider to be the core of this, in many ways. significant buyback of shares, and pay dividends. but they're not moving it up, they're paying it in march. >> a new ceo comes in, listed the pelts. why should you buy anything with the pelts involved. this is work for "mad money," after pelts provided it. after. you're up 11%. in other words, you don't know before it. versus the s&p being up 4%. this goes back to 2005. he's been just a terrific guy to invest with, as, by the way, everybody tells me he's a terrific guy. >> he is a nice guy. his activism, he sort of moved it to the performance side of things, and the operational side. it was started many ways by hines, which was a nasty fight, now he's on the board. he and johnson are buddy buddy. >> johnson told me he felt pelts' idea after initial resistance, that pelts said his ideas were great. >> best buy, one of the big losers this morning. you point out merrill has a note telling a lot of people what they probably already know, fina
left, let's talk about the current environment. what are you hearing from a lot of the senior executives that are asking for your advice or if you're in a board room or chatting with them especially in terms of the fiscal cliff and concern about making big decisions or lack thereof and not putting money at it. >> the interesting part is talk about the fiscal cliff is the talk about the talk about the fiscal cliff. i don't think people are as concerned as the level of chatter that goes around. i think the chatter is more than the concern. the fiscal cliff just happens to be a preset deal on a scale of one to ten. it's a deal that is possible as outcome. i think what the country should hope for is that we come up with a better deal. business wants the rules. i understand why business is very much do a deal. do a something. because a business then can make their plans around that. if a marginal tax rate goes up too high here, they'll put a plant somewhere else. you can make those decisions. they want to know the rules. >> know the rules of the road. >> there's an america out ther
are smith travel, if you look at those numbers, it's a very positive environment. the fiscal cliff will affect people when employment gets affected. this is a real issue. if you see something occurring with employment, we're sensitive, we're monitoring, we represent the folks that are going to be most affected if they don't do their job in washington. we're obviously concerned about it. if they deal with it, which we think they will. we think that next year should be pretty positive. >> meanwhile big party tonight? >> big party tonight, big party last night. >> that's what the city's all about. >> we'll be opening white plains in may, it will be a little warmer than it was up there last night. it's very exciting to see those hotels get done. 1,000 jobs for the city. >> you see at the bottom of your screen, nat gas inventory. >> listen natural gas prices are extending their gains from yet, after that 4% rally that we saw. we're looking at resistance perhaps around the 4.75 level. we saw a natural gas level that was certainly not what analysts were expectings. 65 billion cubic feet w
than we've seen. i think the key question is going to be is that sustainable in an environment that's very promotional and with a competitor, sam's, that is starting to pivot toward more price reinvestment. >> your skepticism echos what the journal had this morning. great business, smart model, great balance sheet management, but at $98 here, it's hard to move the stock s that your thesis? >> it is. the stock is certainly richly valued. we also think that costco is largely a membership fee model. the company increased the membership fee about a year ago. you're now seeing decelerated growth for membership fees. it was a nice part of the thesis. that's kind of in the rear view mirror. the stock looks expensive. not a lot of margin opportunity in the model. it's a good growth opportunity. a phenomenal business. really fully valued here. >> finally, colin, the special dividend took a lot of people by surprise. do you think that marks a shift in the behavior of balance sheet management at the company? >> the company is extremely underleveraged, i.e. overcapitalized. they have excess cas
pricing environment, and low interest rates. so collectively, we think these three factors would definitely drive demand verystantially next year. it's been a terrific year for the home builders. we think we're still in the third inning, not the seventh inning. both for fundamentals and the stocks. >> is there a part of the market we'll see the most building? is it the lower end or higher end? take a look at the demographic patterns, household formations depressed since 2007. there's a notion there has to be a catch-up and new households now being formed. if you're to take that piece as going forward, you would think it would be the younger end of the spectrum out there going out there -- >> absolutely. we're comfortable with the thesis that first time home buyers are going back to the market in a very strong way. we see a number of stocks doing really well who cater to that market next year, like lennar, hulte, tull will do well and our big cause of the sandskaps will show strength. arizona, california, nevada and florida. it's going to take us out. >> the concern investors migh
Search Results 0 to 5 of about 6